Unclaimed
Boyce Michael Tollison is a financial advisor with LPL Financial LLC. Boyce Michael Tollison has over 30 years of experience in the financial services industry. Boyce Michael Tollison is licensed to provide financial advice in Alabama, Arkansas, California, Florida, Georgia, Kansas, Louisiana, Massachusetts, Missouri, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, and Wyoming. Boyce Michael Tollison has a wide range of experience with investment strategies and financial planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
08/17/2016 - Present
LPL Financial LLC (ANDERSON SC)
SC
10/17/2006 - 07/10/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (ANDERSON SC)
SC
01/03/2005 - 08/31/2006
SUNTRUST INVESTMENT SERVICES, INC. (SPARTANBURG SC)
NC
09/30/2002 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
WI
07/01/1997 - 09/30/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
CA
01/01/1993 - 07/01/1997
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MN
07/29/1991 - 12/23/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/29/1991 - 12/23/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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